Brave Warrior Advisors, LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows OMF unchanged to 12.94%; SNX unchanged to 11.75%; ELV unchanged to 10.86%. Combined with top 5 52.07%, top 10 82.57%, top 20 99.88%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by OMF (OneMain Holdings, Inc.) 12.94%, SNX (TD SYNNEX Corporation) 11.75%, and ELV (Elevance Health, Inc.) 10.86%, with sector exposure of Financials 41.55%, Consumer Discretionary 16.59%, and Information Technology 11.77%. The baseline metrics show return 9.65%, alpha -2.12%, beta 0.92, Sharpe 0.56, Sortino 0.73, and max drawdown -45.51%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
Concentration is the first item to inspect: top 5 52.07%, top 10 82.57%, top 20 99.88%. The largest names are OMF (OneMain Holdings, Inc.) 12.94%, SNX (TD SYNNEX Corporation) 11.75%, ELV (Elevance Health, Inc.) 10.86%, SLM 8.59%, and AN (AutoNation, Inc.) 7.93%, and the largest sector exposures are Financials 41.55%, Consumer Discretionary 16.59%, and Information Technology 11.77%. If those exposures reverse, baseline performance can diverge sharply from a broad index.